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KFA Private Wealth Group’s Chevron CVX Stock Holding History

KFA Private Wealth Group’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$270K Buy
+1,303
New +$238K 0.06% 137
2023
Q4 		– Sell
-1,275
Closed -$215K – 87
2023
Q3 		$215K Buy
+1,275
New +$206K 0.09% 74
2023
Q2 		– Sell
-1,242
Closed -$203K – 76
2023
Q1 		$203K Buy
1,242
+72
+6% +$12.1K 0.09% 76
2022
Q4 		$210K Buy
+1,170
New +$204K 0.11% 65
2021
Q3 		– Sell
-1,962
Closed -$205K – 73
2021
Q2 		$205K Buy
+1,962
New +$207K 0.11% 71

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

KFA Private Wealth Group's CVX Position: Q1 2026 in Review

KFA Private Wealth Group opened a new position in Chevron (CVX) in Q1 2026: 1,303 shares worth $270K. The stake represents 0.06% of the portfolio and ranks #137 among its holdings. This is a return to the name: KFA Private Wealth Group previously reported a position in CVX as recently as Q3 2023.

KFA Private Wealth Group first reported a position in CVX in Q2 2021 and has held it in 5 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • KFA Private Wealth Group held 1,303 shares of Chevron worth $270K as of Q1 2026.
  • Chevron was a new KFA Private Wealth Group position in Q1 2026.
  • Chevron made up 0.06% of KFA Private Wealth Group's portfolio in Q1 2026, its #137 holding.
  • KFA Private Wealth Group first reported a position in Chevron in Q2 2021 and has held it in 5 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.